James Madden is a financial advisor at Csenge Advisory Group, LLC with 26 years of industry experience. He holds a Series 66 designation and has held roles at several firms, including Highridge Advisory, IP Financial Advisory Services LLC, and RBC Capital Markets Corp. Outside of financial advising, Madden is President and CEO of Trophy Technology, a fishing tackle company, and serves on the Elder Board at The Parks Church. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm combines fundamental and technical analysis with a relative strength methodology and a top-down market approach, offering customized portfolio management through discretionary or model-based allocations.

Steven Whitman is a financial advisor with MissionSquare Retirement in Princeton, TX, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include work at The Vanguard Group and various other firms. Outside of finance, he operates a YouTube channel focused on tool and furniture restoration. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services, with investment advice and model portfolios developed by Morningstar Investment Management using asset allocation models and a “total wealth” approach.

Michael Brandone is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has worked with multiple firms, including GLP Investment Services, LLC and Veritas Independent Partners. Besides advisory roles, Brandone is also an insurance agent specializing in life insurance and annuities and serves as a FINRA arbitrator. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs advanced strategic asset allocation methods and offers supplemental services such as 529 plan assistance and plan-sponsor investment policy reviews.

Kristen Smith is a CFP® certified financial advisor at Compound Planning, Inc. with six years of industry experience. Prior to joining Compound Planning in 2024, she worked at Empower Advisory Group and Personal Capital Advisors. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers a blend of long-term buy-and-hold strategies and tactical tools, including direct indexing and tax-loss harvesting, to build risk-based model allocations tailored to client goals.

Abigail Casady is a CFP® with seven years of industry experience, currently serving as a financial advisor at EverSource Wealth Advisors, LLC. She previously worked at Buckingham Asset Management and Carolina Creek Christian Camps. EverSource Wealth Advisors serves individual and institutional clients, offering wealth management, financial planning, and investment advisory services through a national network of representatives. The firm provides multiple investment programs and operates private market platforms, delivering services to a diverse range of clients including RIAs, families, and charitable foundations.

Erik Blankmeyer Sr. is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include 13 years at TD Ameritrade and positions at AE Financial Services, AE Wealth Management, and SMART Wealth. He is the founder and managing partner of Blankmeyer Group, LLC, a management consulting firm, and serves as a board member of the nonprofit Humane Kinect. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers and wrap-fee programs, utilizing a variety of custodians and platform providers.

Jamey Graham is a CFP® professional with 25 years of experience in the financial advisory industry. He is currently with United Advisor Group and has held roles at Graham Wealth Management, United Planners’ Financial Services of America, Signal Securities, and Southwest Securities. Graham is also active as a non-variable insurance agent in Prosper, TX. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves both non‑high‑net‑worth and high‑net‑worth clients, employing a combination of strategic and tactical asset allocation, value investing, and multiple analysis methods to tailor portfolios based on client goals.

Matthew Sahagian is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Navy Federal Credit Union and First Command entities. Outside of his advisory work, he owns and manages a property management business in Texas. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily utilizes managed advisory programs with third-party portfolio managers and offers automated investment solutions through a range of managed accounts and digital ETF portfolios.

Daniel Lancaster is a CFP® and CFA® with 11 years of industry experience. He currently works at Advisors Capital Management, LLC and has previous experience at Fisher Investments and Ameriprise Financial Services. He is also involved with Lancity Enterprises, LLC, operating as The Wealth Expedition. Advisors Capital Management serves a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs, providing discretionary portfolio management through customized accounts and model strategies. The firm combines top-down macro analysis with bottom-up security selection across equity, fixed-income, and tactical approaches, managing over $8 billion in assets for approximately 17,800 clients.

Matthew Glinsky is a financial advisor at Zacks Investment Management, Inc. with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at LBMZ Securities, Charles Schwab Bank, Bank of America, Merrill, and MTG Capital. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary investment process combining quantitative and qualitative analysis and operates across retail, institutional, and third-party distribution channels.

Jamie Conlon is a CFP® and ChFC® professional with 11 years of experience in the financial services industry. He has worked at firms including John Hancock, Fidelity & Guaranty, and AIG Capital Services before joining Mutual of Omaha Investor Services, Inc. in 2026. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through Envestnet and uses Pershing as custodian, with advisors recommending model portfolios and serving as client contacts for third-party managers.

Eric Blake is a financial advisor at RFG Advisory, LLC with a Series 65 credential and one year of industry experience. Prior to joining RFG Advisory, he worked at LMW Tax Solutions, Doodash, and Starbucks. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm’s investment approach includes discretionary portfolio management using model strategies and third-party platforms, along with services like retirement plan consulting and access to alternative investments.

Bobi Williams is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and bringing 21 years of industry experience. She has held various roles within USAA-affiliated entities since 2014, including positions at USAA Life Insurance Company and USAA Financial Planning Services. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm delivers Retirement Income Strategy Reports and facilitates referrals to third-party broker-dealers and advisers, operating mainly as a referral intermediary without managing client assets.

Sean Agahi is a financial advisor with Independent Financial Group, LLC in Van Alstyne, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Independent Financial Group in 2015, he worked at several firms including Horizon Wealth Group, First Allied Advisory Services, and Valentine Capital Asset Management. Agahi is the 100% owner of Horizon Wealth Group, LLC, a business providing marketing, financial planning, and insurance services since 2007. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutions. The firm employs both firm- and third-party models to develop tailored client strategies, utilizing a combination of passive and active portfolio exposures and ongoing manager due diligence.

Quinten Smith is a financial advisor at Lincoln Investment with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Forthright Capital Advisory, Forthright Capital Partners, Mutual of Omaha Investor Services, and Castle Advisors, among other firms. Outside of his advisory role, Smith is the CEO of Forged by Fire, LLC, a coaching and consulting business focused on mentoring men in their personal and spiritual development. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth clients, trusts, charities, and retirement plans, including educators in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and maintains a layered delivery model combining advisor-led relationships with in-house research and external managers.

Philip Onorato is a financial advisor at Hightower Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, Merrill Lynch, and Axa Advisors. Onorato joined Hightower Advisors in 2024. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with services including discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Jeffrey Self is a financial advisor at SPC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Parkland Securities, LLC since 2014 and SPC since 2011. In addition to his advisory role, he is a licensed health insurance agent focusing on individual and group health insurance, primarily maintaining existing client relationships. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering discretionary and nondiscretionary management through a network of over 460 advisers managing approximately $5.66 billion in assets.

Pamela Goforth is a financial advisor at Principal Financial Services with 29 years of industry experience. She holds Series 63 and Series 66 designations and has been with Princor Financial Services Corporation and Principal Mutual Life since 1997. In addition to her advisory role, she serves as a bank officer to support and manage Principal retirement plan account relationships across multiple company divisions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Shawna Rusk is a financial advisor at Creative Planning with a Series 65 designation and five years of industry experience. She has worked at Creative Planning since 2019 and previously at Stratford Consulting and Think Finance. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in assets and employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Kerri Dane is a financial advisor with SPC in Aubrey, TX, holding Series 63 and Series 66 registrations and possessing 25 years of industry experience. She has worked at Parkland Securities since 2014 and with SPC since 2011. Outside of her advisory role, she operates as an independent agent for fixed insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary investment management tailored to client needs.